Mga Batayang Estadistika
| Pemilik Institusional | 233 total, 233 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Alokasi Portofolio Rata-rata | 0.3159 % - change of 10.42% MRQ |
| Saham Institusional (Jangka Panjang) | 18,342,378 (ex 13D/G) - change of -2.78MM shares -13.17% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 966,735 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund (US:DGS) memiliki 233 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 18,342,378 saham. Pemegang saham terbesar meliputi Creative Planning, Bank Of America Corp /de/, Congress Wealth Management LLC / DE /, National Bank Of Canada /fi/, Unison Advisors LLC, HighTower Advisors, LLC, Morgan Stanley, Envestnet Asset Management Inc, LPL Financial LLC, and Captrust Financial Advisors .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund (ARCA:DGS) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 57.20 / share. Previously, on September 6, 2024, the share price was 51.20 / share. This represents an increase of 11.72% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Armis Advisers, LLC | 4,014 | -86.60 | 222 | -85.03 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 77,517 | 1.93 | 4,282 | 16.55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 171 | -20.09 | 9 | -10.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 37 | -82.55 | 2 | -80.00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 12,591 | -5.74 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 247 | 292.06 | 14 | 333.33 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 89 | 5 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 206 | 0.00 | 11 | 22.22 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 34,724 | -7.98 | 1,918 | 5.27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29,234 | 9.56 | 1,615 | 25.29 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 6,595 | 0.00 | 364 | 14.47 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 11,934 | -13.61 | 659 | -1.20 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 38,283 | 0.00 | 2,115 | 14.33 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 88,313 | -1.77 | 4,878 | 12.32 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,725 | 0.49 | 261 | 14.98 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 5,900 | 326 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 65 | 0.00 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 50 | 0.00 | 3 | 0.00 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 75,918 | -1.94 | 3,668 | -3.17 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9,615 | -2.52 | 531 | 11.55 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 71,998 | 3,977 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4,335 | -2.80 | 239 | 11.16 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 4,901 | 0.00 | 271 | 14.41 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,182 | 2.98 | 1,723 | 17.78 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 9,607 | 74.29 | 531 | 99.25 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 11,447 | -19.19 | 632 | -7.60 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 780 | -0.76 | 43 | 10.53 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 29,056 | -14.74 | 1,605 | -2.49 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6,230 | -25.81 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 40 | 2 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 15 | 1 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 234,537 | 13 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 556,923 | 2.29 | 30,725 | 16.81 | ||||
| 2025-05-30 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 105 | 5.00 | 5 | 25.00 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 5,425,374 | -22.91 | 299,698 | -11.85 | ||||
| 2025-05-13 | 13F | Invenio Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4,038 | 223 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,879 | -55.32 | 104 | -49.26 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 8,534 | 0.00 | 471 | 14.32 | ||||
| 2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 7,937 | 162.99 | 438 | 192.00 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 605 | 51.25 | 33 | 73.68 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 471 | 0.86 | 26 | 18.18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 38,367 | 467.90 | 2,119 | 550.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 5,681 | 0.00 | 314 | 14.23 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 7,682 | -0.21 | 424 | 14.29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 40,747 | -5.24 | 2,251 | 8.33 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 10,947 | 7.17 | 605 | 22.52 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5,546 | 7.61 | 304 | 21.60 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 16 | 0.00 | 1 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 42,350 | 588.06 | 2,339 | 687.21 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,678 | 0.00 | 148 | 13.95 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,410 | -2.42 | 78 | 11.59 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 651 | 0.00 | 36 | 12.90 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,009 | 56 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,242 | 0.00 | 124 | 13.89 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 21,935 | 4.01 | 1,212 | 18.96 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 14 | 0.00 | 1 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 11,922 | 0.00 | 659 | 14.43 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 14,900 | -1.79 | 823 | 12.43 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9,955 | -0.99 | 550 | 13.20 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 40,095 | 0.35 | 2,215 | 14.72 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 92,198 | 11.66 | 5 | 66.67 | ||||
| 2025-04-16 | 13F | Defined Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 8,932 | 111.26 | 493 | 141.67 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 18,225 | 13.18 | 1,007 | 29.47 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 119 | 0.00 | 7 | 20.00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 267,215 | 4.04 | 14,761 | 18.97 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 16,764 | 926 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5,327 | -0.49 | 296 | 14.34 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 15,062 | -2.43 | 832 | 11.68 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,525 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10,565 | -3.16 | 584 | 10.63 | ||||
| 2025-05-12 | 13F | Covestor Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 | -42.11 | 1 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 129,306 | -6.96 | 7,143 | 6.39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,105,569 | 0.94 | 61,072 | 15.42 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 334,757 | 30.83 | 18,492 | 49.60 | ||||
| 2025-05-02 | 13F | Victory Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 4,749 | 16.00 | 262 | 32.99 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 42,031 | -1.59 | 2,322 | 12.51 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 32,336 | -88.17 | 1,786 | -86.47 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 180,878 | -3.64 | 9,992 | 10.18 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 121 | 7 | ||||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 15,176 | -8.26 | 838 | 4.88 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 12,988 | -11.36 | 717 | 1.41 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 2 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 4,444 | -7.55 | 246 | 5.60 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 9,695 | 0.00 | 536 | 14.32 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 55,541 | 1.39 | 3,068 | 15.95 | ||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 95,393 | 31.99 | 5,269 | 50.93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,264 | -89.77 | 70 | -88.42 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7,238 | 0.01 | 403 | 20.30 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 34,324 | -0.33 | 1,896 | 14.01 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,089 | 0.29 | 224 | 13.13 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 1 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 61,258 | 4.79 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,152 | -1.70 | 229 | 12.25 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 13 | 1 | ||||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 5,300 | -2.75 | 293 | 11.03 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 27,458 | -0.88 | 1,517 | 13.30 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 23,841 | -29.63 | 1,317 | -19.56 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 52 | 3 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 43 | 2 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13,315 | 0.04 | 736 | 14.31 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 350 | 0.00 | 19 | 18.75 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 46,606 | -4.24 | 2,575 | 9.49 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 79,191 | -1.33 | 4,375 | 12.82 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 154,085 | -13.75 | 8,512 | -1.38 | ||||
| 2025-07-23 | 13F | Matisse Capital | 11,518 | 0.00 | 636 | 14.39 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3,200 | 0.00 | 177 | 14.29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15,163 | -53.14 | 838 | -46.45 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Custom Index Systems, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 813 | -26.95 | 45 | -16.98 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 10,215 | -0.91 | 564 | 13.25 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 93 | -20.51 | 5 | 0.00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6,728 | 0.95 | 372 | 15.22 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 21,420 | -1.87 | 1,183 | 12.24 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 10,022 | 3.59 | 554 | 18.42 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 233,048 | 8.31 | 13 | 20.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 116,600 | 5.27 | 6,560 | 22.58 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,913 | -5.10 | 327 | 7.59 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,862 | -18.37 | 103 | -7.27 | ||||
| 2025-05-05 | 13F | Private Advisor Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2,089 | 0.14 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 702,311 | 3.18 | 38,796 | 17.98 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 129,188 | 3.01 | 7,136 | 17.79 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 800 | -40.07 | 44 | -31.25 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 75 | 0.00 | 4 | 33.33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 47,541 | 13.51 | 2,626 | 29.81 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 137,401 | 1.15 | 7,590 | 15.67 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,726 | 206 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 421,501 | 0.33 | 23,284 | 14.72 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-11 | 13F | Oxinas Partners Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 50,942 | -0.17 | 2,814 | 14.16 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 282 | 14.63 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 53,482 | -3.93 | 3,009 | 11.86 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,521 | -11.93 | 84 | 1.20 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 3,364 | 0.00 | 186 | 14.20 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 120 | 0.00 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 220 | 12 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 28,200 | 100.00 | 1,460 | 114.39 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,639 | 8.78 | 146 | 23.93 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 14,476 | -36.95 | 800 | -27.95 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 182 | 1.11 | 10 | 25.00 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1,500 | 0.00 | 83 | 13.89 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 7,099 | 0.00 | 392 | 14.62 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Fairman Group, LLC | 4,921 | -5.57 | 272 | 6.69 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 95,420 | 1.69 | 5,271 | 16.28 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,075 | -5.44 | 0 | |||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 763 | 0.00 | 42 | 16.67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 37,728 | 1.43 | 2 | 100.00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,137 | 0.00 | 63 | 14.81 | ||||
| 2025-04-11 | 13F | Chemistry Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 5,990 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 13,282 | -20.02 | 734 | -8.60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 247,056 | 22.94 | 13,647 | 40.57 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 31,405 | 2.63 | 1,735 | 17.32 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 423 | 0.00 | 23 | 15.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,357 | 130 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 5,895 | -19.46 | 326 | -7.93 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11,165 | -19.62 | 1 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,606 | 199 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,291 | 11.34 | 292 | 26.41 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 16 | 1 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 13 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,724 | 261 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 155,239 | -0.34 | 8,212 | 11.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 157,335 | 28.28 | 8,691 | 46.68 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 22 | -75.00 | 1 | -75.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,872 | 0.31 | 159 | 14.49 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 335 | -18.29 | 19 | -5.26 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 60,771 | 63.45 | 3,357 | 86.92 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 5,178 | 0.00 | 286 | 8.75 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,127 | -9.51 | 338 | 3.36 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 379,635 | 2.33 | 20,971 | 17.01 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 126 | 0.00 | 7 | 0.00 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 162,504 | -2.16 | 8,977 | 11.88 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 157 | 0.00 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 65,140 | -83.52 | 3,598 | -81.16 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8,509 | 479 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 39,763 | -1.31 | 2,197 | 11.42 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4,180 | 0.00 | 231 | 14.43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34,652 | 0.51 | 1,914 | 14.95 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 5,991 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 153 | 0.00 | 8 | 14.29 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,030 | -30.55 | 57 | -21.13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81,295 | 13.19 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 126,543 | -31.64 | 6,990 | -21.83 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 138,045 | 3.24 | 7,626 | 18.05 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 7,075 | 7.59 | 391 | 23.03 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9,642 | 8.88 | 534 | 25.06 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 533,921 | -25.69 | 29,494 | -15.03 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 548 | 30 | ||||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 83,224 | -55.59 | 4,597 | -49.22 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 292 | 0.00 | 16 | 14.29 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 283,320 | 3.62 | 15,650 | 18.49 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 22,548 | -1.85 | 1,246 | 12.26 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 400 | -60.67 | 22 | -55.10 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 89,955 | 6.91 | 4,969 | 22.27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19,413 | 0.48 | 1,072 | 14.90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 142,764 | 17.17 | 7,886 | 33.73 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,611 | -0.99 | 199 | 13.07 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 48,560 | -0.72 | 2,682 | 13.50 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 108 | 6 | ||||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 11,403 | -7.10 | 630 | 6.25 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 47,173 | -0.18 | 2,606 | 14.10 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 507,801 | -11.19 | 28,051 | 1.55 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 555 | 0.00 | 31 | 15.38 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 39,846 | 1.68 | 2,201 | 16.27 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 97,519 | -4.54 | 5,387 | 9.14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 421,979 | 5.83 | 23,310 | 21.01 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43,480 | 1.42 | 2,402 | 15.93 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 4,000 | 221 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,844 | 9.81 | 157 | 25.60 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 468 | 0.43 | 26 | 13.64 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 57,337 | -2.58 | 3,167 | 11.40 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 35,244 | 0.35 | 1,947 | 14.74 | ||||
| 2025-05-30 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 93 | 20.78 | 4 | 33.33 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 19,894 | -18.06 | 1,099 | -6.31 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 133,453 | -3.56 | 7,372 | 10.28 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 62,497 | -70.19 | 3,452 | -65.91 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 34,323 | 8.08 | 1,896 | 23.53 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 12,659 | 3.83 | 1 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 279,920 | 8.75 | 15,463 | 24.36 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 175 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Maseco Llp | 1,312 | 72 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 38,872 | -2.45 | 2,147 | 11.53 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 632 | -15.73 | 35 | -5.56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17 | 1 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 180,761 | -4.96 | 9,985 | 8.69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 502,645 | 2.69 | 27,766 | 17.42 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 121,797 | 6,728 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 241,031 | 1.38 | 13,315 | 15.93 | ||||
| 2025-08-12 | 13F | Bank OZK | 9,895 | 0.00 | 547 | 14.23 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 399 | 24.69 | 19 | 26.67 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3,833 | 212 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 8 | ||||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4,164 | -11.44 | 230 | 1.32 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 19,582 | 27.69 | 1 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 205,125 | -10.21 | 11,331 | 2.67 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,399 | 0.41 | 296 | 14.29 | ||||
| 2025-05-14 | 13F | Choate Investment Advisors | 0 | -100.00 | 0 |
Other Listings
| MX:DGS |
